Edit Reps

Assign sales reps to specific target books

Reps are Salesforce users that you associate with Target Books. A Salesforce user can only be associated with a single Target Book at one time. Only active Salesforce users may be associated with a Target Book.

Once a rep is associated with a Target Book, you can distribute accounts to them, retrieve accounts from them and view them in Bookbuilder reports.

To add or remove reps from a Target Book go to the Target Book listing, click the down arrow on the far right beside the Target Book and select Edit Reps.

Select or unselect reps to add or remove them from the Target Book, respectively.

Last updated